MIG

McGuire Investment Group Portfolio holdings

AUM $783M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.28M
3
+$2.21M
4
CAT icon
Caterpillar
CAT
+$1.35M
5
CMI icon
Cummins
CMI
+$1.17M

Top Sells

1
+$1.39M
2
+$1.22M
3
+$1.18M
4
AMAT icon
Applied Materials
AMAT
+$1.05M
5
MMM icon
3M
MMM
+$482K

Sector Composition

1 Technology 33.55%
2 Healthcare 21.61%
3 Financials 9.36%
4 Industrials 7.12%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.44%
+7,971
52
$2.09M 0.4%
6,020
-288
53
$2.09M 0.4%
65,984
+2,550
54
$1.89M 0.36%
13,036
+438
55
$1.72M 0.33%
9,857
+729
56
$1.63M 0.31%
12,659
+168
57
$1.53M 0.29%
9,306
+491
58
$1.52M 0.29%
34,341
+8,030
59
$1.36M 0.26%
36,335
-979
60
$1.26M 0.24%
44,855
-2,995
61
$1.24M 0.24%
28,327
+616
62
$1.14M 0.22%
4,288
-450
63
$1.13M 0.22%
34,004
-133
64
$999K 0.19%
2,326
+12
65
$931K 0.18%
9,186
+608
66
$920K 0.18%
2,343
67
$907K 0.17%
2,121
-188
68
$834K 0.16%
4,413
-103
69
$818K 0.16%
1,971
+97
70
$675K 0.13%
3,937
+3
71
$652K 0.13%
16,035
-1,955
72
$647K 0.12%
1,417
73
$645K 0.12%
6,089
-66
74
$563K 0.11%
3,185
75
$474K 0.09%
3,040
1 2
3
4 5